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Sound View Wealth Advisors’s United Parcel Service UPS Stock Holding History

Sound View Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$349K Sell
3,126
-480
-13% -$50.9K 0.11% 166
2018
Q4 		$352K Buy
+3,606
New +$391K 0.13% 153

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sound View Wealth Advisors's UPS Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its United Parcel Service (UPS) stake by 13% in Q1 2019, selling an estimated $50.9K and leaving 3,126 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #166.

Sound View Wealth Advisors first reported a position in UPS in Q4 2018 and has held it in 2 quarters since. The position peaked at $352K in Q4 2018. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Sound View Wealth Advisors held 3,126 shares of United Parcel Service worth $349K as of Q1 2019.
  • Sound View Wealth Advisors sold 480 United Parcel Service shares in Q1 2019, an estimated $50.9K.
  • United Parcel Service made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #166 holding.
  • Sound View Wealth Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's United Parcel Service position peaked at $352K in Q4 2018.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.